Manufacturing & LogisticsAgent number 07
Visit Preparer
Special Ability
Assembles the account history, open issues, and questions to ask before a rep walks into a site.
Autonomy
Judgment
Reach
Lives On
Runs On Creatio Or Standalone
On The Back Of The Card
The night before a site visit, the rep gets one page. It covers open tickets, last visit notes, and unpaid invoices, and ends with questions worth asking at the gate.
Reads
Account history, open issues, and past visit notes
Produces
A site brief with the questions to ask
Decision Stays With
The field rep
Triggered By
Before each scheduled visit
Measured On
Rep prep time
Rep minutes before a visit
Briefs ready
The night before the visit
Issues closed
Items resolved on site